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Heartwood Wealth Advisors’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Heartwood Wealth Advisors’s Portfolio XLE Stock Details XLE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-1,000
Closed -$44.7K – 609
2025
Q3 		$44.7K Buy
+1,000
New +$43.8K ﹤0.01% 311

Other funds holding XLE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $1.93B AUM

Heartwood Wealth Advisors's XLE Position: Q4 2025 in Review

Heartwood Wealth Advisors sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q4 2025, closing a stake of 1,000 shares — an estimated $44.7K sold.

Heartwood Wealth Advisors first reported a position in XLE in Q3 2025 and held it in 1 quarter. The position peaked at $44.7K in Q3 2025. 1,861 funds tracked by Wall St. Rank hold XLE as of Q4 2025.

  • Heartwood Wealth Advisors reported no remaining State Street Energy Select Sector SPDR ETF position as of Q4 2025 after selling out during the quarter.
  • Heartwood Wealth Advisors sold 1,000 State Street Energy Select Sector SPDR ETF shares in Q4 2025, an estimated $44.7K.
  • Heartwood Wealth Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q3 2025 and held it in 1 quarter.
  • Heartwood Wealth Advisors's State Street Energy Select Sector SPDR ETF position peaked at $44.7K in Q3 2025.
  • 1,861 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q4 2025.

Based on Heartwood Wealth Advisors's 13F filing for Q4 2025, filed 12 Jan 2026.